First Heartland Consultants’s Fair Isaac FICO Stock Holding History

First Heartland Consultants’s Portfolio FICO Stock Details FICO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$329K	Sell	555 -21	-4%	-$23K	0.02%	449
2026 Q2	$688K	Sell	576 -20	-3%	-$22.4K	0.04%	268
2026 Q1	$636K	Sell	596 -62	-9%	-$85K	0.05%	254
2025 Q4	$1.11M	Sell	658 -4	-0.6%	-$6.89K	0.08%	168
2025 Q3	$991K	Sell	662 -50	-7%	-$75.2K	0.08%	177
2025 Q2	$1.3M	Hold	712	–	–	0.12%	138
2025 Q1	$1.31M	Sell	712 -25	-3%	-$46.3K	0.14%	126
2024 Q4	$1.47M	Hold	737	–	–	0.15%	119
2024 Q3	$1.43M	Hold	737	–	–	0.15%	110
2024 Q2	$1.1M	Sell	737 -26	-3%	-$33.6K	0.08%	159
2024 Q1	$953K	Hold	763	–	–	0.1%	172
2023 Q4	$888K	Hold	763	–	–	0.11%	152
2023 Q3	$663K	Buy	763 +60	+9%	+$51.5K	0.08%	177
2023 Q2	$569K	Buy	703 +20	+3%	+$15K	0.07%	196
2023 Q1	$480K	Hold	683	–	–	0.07%	200
2022 Q4	$409K	Hold	683	–	–	0.07%	229
2022 Q3	$281K	Sell	683 -30	-4%	-$13.6K	0.02%	272
2022 Q2	$285K	Sell	713 -10	-1%	-$3.94K	0.04%	274
2022 Q1	$337K	Buy	723 +30	+4%	+$14.2K	0.05%	238
2021 Q4	$300K	Buy	693 +10	+1%	+$3.97K	0.01%	273
2021 Q3	$272K	Hold	683	–	–	0.04%	300
2021 Q2	$343K	Buy	683 +20	+3%	+$10.1K	0.05%	264
2021 Q1	$322K	Buy	663 +45	+7%	+$21.4K	0.05%	273
2020 Q4	$316K	Hold	618	–	–	0.05%	233
2020 Q3	$263K	Buy	618 +20	+3%	+$8.49K	0.05%	231
2020 Q2	$250K	Buy	+598	New	+$218K	0.05%	235

Other funds holding FICO

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

ECM

Ebert Capital Management Eureka, California $115M AUM 14.35% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

First Heartland Consultants's FICO Position: Q3 2026 in Review

First Heartland Consultants reduced its Fair Isaac (FICO) stake by 3.6% in Q3 2026, selling an estimated $23K and leaving 555 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #449.

First Heartland Consultants first reported a position in FICO in Q2 2020 and has held it in 26 quarters since. The position peaked at $1.47M in Q4 2024. 19 funds tracked by Wall St. Rank hold FICO as of Q3 2026.

First Heartland Consultants held 555 shares of Fair Isaac worth $329K as of Q3 2026.
First Heartland Consultants sold 21 Fair Isaac shares in Q3 2026, an estimated $23K.
Fair Isaac made up 0.02% of First Heartland Consultants's portfolio in Q3 2026, its #449 holding.
First Heartland Consultants first reported a position in Fair Isaac in Q2 2020 and has held it in 26 quarters since.
First Heartland Consultants's Fair Isaac position peaked at $1.47M in Q4 2024.
19 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.